- Intuit (Hempstead, NY)
- …to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. ... Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while...elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as… more
- NextMed (New York, NY)
- …Establish and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their ... Business Developer Job Summary: Results-driven Sales - ...travel to meet with clients and attend industry events. One can expect 3-4 nights a week / 3-4… more
- DWS Group (New York, NY)
- …to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of ... our clients, it is our role to find investment solutions . Ensuring the best possible foundation for our clients'...ongoing basis and maintain an effective program for DWS's business that reflects the best practices for a diversified,… more
- Principal Financial Group (New York, NY)
- …segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, ... + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and...trusted leader for more than 140 years! Principal(R) named one of the 2024 World's Most Ethical Companies by… more
- DWS Group (New York, NY)
- …to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of ... our clients, it is our role to find investment solutions . Ensuring the best possible foundation for our clients'...division at RREEF Management, LLC, a Real Estate investment advisor , which is a wholly owned subsidiary of DWS.… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions . This role requires exceptional communication, project ... of the organization, both within Technology and the Private Wealth business . This individual would support Neuberger Berman's multi-year strategic program focused… more
- LiveRamp (New York, NY)
- …customers from use case design through value realization across LiveRamp's measurement solutions . Acting as a trusted advisor , you'll build strong executive ... and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and… more
- LiveRamp (New York, NY)
- …+ Lead the end-to-end onboarding and technical adoption of LiveRamp's ad tech solutions , serving as a trusted technical advisor to brands, advertisers, agencies, ... and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and… more
- DWS Group (New York, NY)
- …to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of ... our clients, it is our role to find investment solutions . Ensuring the best possible foundation for our clients'...of our valued partner clients and prospects. Build strategic business plans with those select firms to aid distribution… more
- Tradeweb (New York, NY)
- …record revenues. Tradeweb is a great place to work, recognized in 2024 by Forbes as one of _America's Best Companies_ (2024) and by US News & World Report as one ... and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.… more
- Fannie Mae (New York, NY)
- …to our team, you will consult, advise, and represent Fannie Mae's Multifamily business in service of our mission to provide stability, liquidity, and affordability ... partner with internal clients to help them achieve their business objectives, while minimizing legal risks. We are currently...while minimizing legal risks. We are currently hiring for one role that can sit out of either Reston,… more
- SMBC (New York, NY)
- …Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the ... with colleagues and auditees to identify risk concerns and agree reasonable solutions . + Forge strong partnerships with colleagues in other technology and control… more
- SMBC (New York, NY)
- …Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the ... Project Finance, manage the credit cost, and work together with restructuring advisor assisting in the restructuring efforts. The distressed Project Finance credits… more
- Bank of America (New York, NY)
- Business Solutions Advisor - One Penn Plaza Financial Center New York, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Business - Solutions - Advisor One -Penn-Plaza-Financial-Center\_25038256) **Job… more
- Bank of America (Flushing, NY)
- Financial Solutions Advisor Registration Candidate - Flushing Northern Blvd Financial Center (Bilingual Mandarin Required) Flushing, New York **To proceed with ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your...set you up for success. * Get training and one -on- one coaching from Academy managers who are… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. ... training and prequalification programs for advisors, ensuring alignment with the business ' strategic goals and enhancing advisor effectiveness. + Prepare… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - 86th and Lexington Ave Financial Center - Spanish Preferred New York, New York **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial- Solutions - Advisor 86th-and-Lexington-Ave-Financial-Center Spanish-Preferred\_25040489) **Job Description:** At Bank… more
- NTT DATA North America (New York, NY)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a ** Business Development Specialist Advisor ** to join our team in New ... York, New York (US-NY). **The Business Development Specialist Advisor ** assists the Sales...in opportunity qualification, development closure and transition of these solutions to delivery. Principal Accountabilities: + Participates in lead… more
- Edward Jones (New York, NY)
- …systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a ... If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to… more
- JPMorgan Chase (New York, NY)
- …in design sessions with key partners in Technology, Design, and the advisor business **Required Qualifications** + Bachelor's degree required; advanced degree ... many complexities they face by leveraging our products and solutions . Our business model focuses on deep...innovate, design, and develop technology that will enhance the advisor and client experience. The Associate will contribute to… more